The Great Rotation: Balancing AI Growth and Defensive Value

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1686. Host Sunny Day explores the current market consolidation, the shift from hightech to defensive sectors, and how upcoming inflation data and AI earnings from Supermicro and SpaceX are shaping investor strategy.

Episode metadata supplied by the publisher feed · Published Aug 9, 2026

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The Great Rotation: Balancing AI Growth and Defensive Value

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